Valley Wealth Managers’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Valley Wealth Managers’s Portfolio KRE Stock Details KRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.02M	Sell	138,438 -57,508	-29%	-$3.89M	0.58%	51
2025 Q4	$12.7M	Buy	195,946 +195,945	+19,594,500%	+$12.3M	0.81%	45
2025 Q3	$63	Hold	1	–	–	﹤0.01%	297
2025 Q2	$59	Sell	1 -455	-100%	-$25.3K	﹤0.01%	291
2025 Q1	$25.9K	Sell	456 -1	-0.2%	-$61	﹤0.01%	234
2024 Q4	$27.6K	Buy	457 +455	+22,750%	+$28.2K	﹤0.01%	244
2024 Q3	$113	Sell	2 -324	-99%	-$17.8K	﹤0.01%	386
2024 Q2	$16K	Hold	326	–	–	﹤0.01%	276
2024 Q1	$16.4K	Buy	326 +41	+14%	+$2.02K	﹤0.01%	250
2023 Q4	$14.9K	Hold	285	–	–	﹤0.01%	263
2023 Q3	$11.9K	Buy	+285	New	+$12.7K	﹤0.01%	283
2019 Q1	–	Sell	-14,296	Closed	-$669K	–	207
2018 Q4	$669K	Buy	+14,296	New	+$764K	0.09%	109

Other funds holding KRE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Valley Wealth Managers's KRE Position: Q1 2026 in Review

Valley Wealth Managers reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 29% in Q1 2026, selling an estimated $3.89M and leaving 138,438 shares worth $9.02M. The position accounts for 0.58% of the portfolio, ranked #51.

Valley Wealth Managers first reported a position in KRE in Q4 2018 and has held it in 12 quarters since. The position peaked at $12.7M in Q4 2025. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

Valley Wealth Managers held 138,438 shares of State Street SPDR S&P Regional Banking ETF worth $9.02M as of Q1 2026.
Valley Wealth Managers sold 57,508 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $3.89M.
State Street SPDR S&P Regional Banking ETF made up 0.58% of Valley Wealth Managers's portfolio in Q1 2026, its #51 holding.
Valley Wealth Managers first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2018 and has held it in 12 quarters since.
Valley Wealth Managers's State Street SPDR S&P Regional Banking ETF position peaked at $12.7M in Q4 2025.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.